Salesforce

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Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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I have looked all over and wondered if there was a page either on the Salesforce community or other that had the following questions answered above. I have the following problem. I have a TASK table created from another program where the data was exported cleanly to Excel and saved as CSV. I am trying desperately to import it into salesforce from the CSV attached. I am aware I can use the ACTIVITY table and I can use it I assume if this is not possible. I would think that the TASK table which is so close to what I need would accomodate this without having to create all new fields and having to go with the Table Name Change (from TASK to ACTIVITY Table)

I can see that there are DATA TYPES that designate the width of the field and others that do not. Is there a default width for a:
1. Picklist
2. Email
3. Lookup (User)       "What is the difference between number 3 & 4 ?"Is there a place I can find all of the answers. I have looked and must not be using the right search terms?4. Lookup (User,Calendar)
5. Phone
6. Reference

If there is a default width. Where do I find it.

I am desperate to find out if I can do the following:
1. Identify default widths of all DATA TYPES?
2. Can the widths be changed?
3. Can all DATA TYPES be imported to or is it just some of them?

My biggest problem is getting the right search terms in place to search so maybe the answers are out there. I have not been successful finding them. I have spent days searching....no exaggerations here either. Your help is appreciated.
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I am confused. When I export from Excel into CSV and I open the format of any of the records in a column (see attached) all it says is the format is GENERAL. Okay that is fine but what is it. A string, a number or what. I am having a terrible time importing into Salesforce.com as I get errors on import. Not knowing or understanding what is being sent out and what needs to be pulled in it is confusing to know just what General is. I have searched for a solution as I would think there would be an answer to that. What is the GENERAL format and how do most programs accept that. I would think it would be a generic older format that is acceptable by most programs easily. Not knowing whether a column with only numbers in it or another column with alpha numeric is handed off so that other applications can determine what value is assigned string or number is a mystery. Can someone solve this for me. Is the data type determined coming from an Excel CSV in GENERAL format or is the application doing the import determining the data type....? Any help is greatly appreciated.
SF_Tasks_Data_CSV.csv
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NOT a FIELD LABEL. Can an existing default field name be renamed or do I have to create a custom field only...?

I ask because I need to change the TASK Table in Salesforce but there is no way to add a new Custom Field in the TASK Table in the Object Manager. See image.

Note the NEW custom field button is not available
If there is a way to do this please tell me how? Thank you.

Here in another table you can see a NEW custom field button is available. My problem is it looks like I am going to need to change the types and or names of some of the fields in the TAST Table in order for it to work.

New Button is available under CONTACT Table....Why not the TASK
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Dear Experts

We have done various online integration website, online chat, facebook, and also other channels like CTI our marketing team would like to create campaign for every spend that they do on online and also offline like trade show etc,  we have following process
1) spend on various marketing activities in internet marketing like google Ad words, face book Ad campaign etc and also offline like trade show and bill boards, news paper, TV for a campaign
what would be best practice should we have to create campaign for each of the spend like google ad words X amount  and face book a separate campaign of y amount I mean should we have to create multiple campaigns for each activity or create one campaign as parent and make every activity spend as children for this , please suggest
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I need to either randomly select between (150-300 rows) or by step Rows 5,10,15,20.25.30,35.....etc through 1500 rows of data. This is to have a sampling of data. I thought if I make a counter column I could create some formula that would let me select either (150-300) records or just count out every few rows 5,10,15,20.25.30,35.....etc through 1500 rows of data. Then copy those records (what I do not need would either be suppressed or disappear) and put them on a new sheet. I am building a small set of tables that will be uploaded to a developer license of Salesforce. Any help is greatly appreciated. Thank you.
RM_Opportunity_Table.xlsx
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Hi Guys,

We have configured the ADFS server with salesforce for SSO. All was working ok, since last week, when the SSL cert expired. I updated the SSL cert and it shows the right date on the service cert, Encryption cert and singing cert.

But the fedarationmetadata.xml URL is not opening. It shows the error as ERR_CONNECTION_RESET. Need to fix that asap.

Regards,

Ajoy
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Dear Experts

I understand there are two approaches to handle the duplicate records when same prospect enters the CRM application
approach 1) append duplicate prospect data to a single record approach 2) create duplicate record and mark it status as "Repeated/Duplicated"

approach1) if we go for append duplicate prospect data to a single record would it be possible to have a marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads also would it be possible to understand prospect journey touch points through multi channel showing interest.
OR
approach2)same prospect entering through multiple channels setting duplicate records to “repeated” status would be the most straightforward to implement and link it with the original lead may provide the marketing analysis like current month how many leads entered into SugarCRM including the duplicate leads and from which all campaigns and source.
if we go for approach two then the manual operation can be applied with the same treatment that is if the already existing prospect makes enquiry to the call centre then call centre user applies the same treatment that is copy/create the existing lead and mark the status as "Repeated" and attach it to the respective campaigns
Please suggest which approach in the above is  recommended and best practice , thanks in advance
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Are there any site, like Ticket Management Software, which would provide a front end for the hiring of new Sales Agents?

This would be a site which provides an application section, some back-end processing options and an approval process that is managed through the site?

I really have no plans to build such for my own short terms use of it. I need to hire a few hundred agents for a short-term project.

So, hopefully such sites can be configured and put into use quickly.

I really am afraid of going the Salesforce route. I feel that alone could consume my entire budget.

I need a Salesforce Lite ;)

Thanks.
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Hello,

I was hoping to get some feedback on an Apex trigger I have written on the Salesforce platform. I have two custom objects (SalesOrder__c and Sales_Order_Line__c) that is a master/detail relationship.

On an edit of the line, I'm iterating over all the lines, running a check to see if the lines have been fully fulfilled and if so, then setting a fully fulfilled Boolean field on the master record to true. The check on the lines is looking at a custom formula field and the record type of the lines.

I'm interested in any feedback on the code I have written (see below) regarding best practices on bulkification, code logic, error handling, appropriate DML usage and governor limits.

For example, is it better to use standard DML operation or the database DML methods and use partial success? Should try/catch be used in triggers? I've read differing opinions on using error handling in triggers. Would a different loop be more efficient (do/while)? Should limit checks be added into the code? Any feedback on improvements and best practices would be welcome.

Please note, I'm using a trigger framework that uses a handler interface. The trigger calls the framework class, passing in the event to fire the trigger and the handler class to dispatch. The code below is the handler class that runs the logic on trigger after update event.

global class SalesOrderLineFullyFulfilled implements ITriggers.HandlerInterface {

	Sales_Order_Line__c[] newCollection = 

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how to get Decrypt value from encrypting value using SHA-256
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I am looking for a free cloud-based call center software such as Fenero. There is nothing wrong with Fenero except that they don't provide any support at all getting started unless you sign up to pay significantly and monthly.

In their comparison at the bottom of this page, http://www.fenero.com/, they mention Five9 and InContact as being more costly solutions. SalesForce is very costly and is out of the question.

We will be making outbound calls and doing emails.

Free or pay-per-call or pay-per-support incident would be a better model getting started than would a monthly option.

Assistance in finding a better solution for this would be greatly appreciated.
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Hi,
It's my first salesforce formula.

I have a bespoke object with a date field called Date_Cash_Payment_Received__c

I want to create a new field called Date_Next_Payment which will be equal to Date_Cash_Payment_Received__c + 1 year.
For the moment I NOT concerned about February 29th.

https://www.screencast.com/t/XtVJJKmH1VV
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Hi.

Does anyone have an example of a simple trigger?  I want to gather sum__c from Test_Object__c and stuff into my filed test__c on the opportunity.  This is not a master detail relationship but there is a lookup to the Opportunity.

Thank you very much!
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$j = jQuery.noConflict();



$j(window).load(function() {
        replacePickVals();
    });
function replacePickVals(){
    $j('option').on("change", function() { return $j(this).html() == "--None--"; }).html('Select');
}



<p class="Directions">Select Plan<i class="fa fa-asterisk"/>

<apex:inputField value="{!app.Count__c}" styleClass="trackChanges" html-placeholder="" id="county" style="display:none;" />
<apex:inputfield value="{!app.Plan__c}" id="plan" styleClass="trackChanges" style="width: 200px"`>
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Hi,
Easy one!

I have admin rights and setup a new user profile.
I want to remove the object "Projects" from the menu as shown here.  I do not want the profile to have access to "projects".
https://www.screencast.com/t/45XxgfWWKBVL

I was shown a very simple way to remove this but cant remember.
Presumably, I simply edit the "profile" but I can seem to find the precise place.

How to I remove this heading from the screen for my new profile?

Thanks folks,
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Dear Experts

I would like to understand why still marketing and salesforce automation is enabled or integrated with whats app application. why business does not use this, please suggest.
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Dear Experts

please suggest me on how to convince the sales users regarding the benefits of sales force automation.  not too technically but make them understand on how it helps to them and organization, please help me here listing few points.

Thanks
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We are currently using https://parserr.com to extract data from our excel files (lists of leads we receive from our website and other lead sources) into Salesforce.

It works really well, but we've hit the limits of their free plan (https://parserr.com/#pricing)

Can anyone suggest an alternative?
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Hi everyone, I'm kind of new at this job and was wondering if I could get some help.  How do I get a document that is saved as a PNG into SFDC for a dashboard?  If it involves apex coding please provide the coding.  Name of file is TQLS.
TQLS.png
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Hi all,

I'm putting together an externally-facing site Page in Salesforce using Apex and Visualforce, but I'm still learning. What I'm trying to do is create a page that our marketing reps can give people a URL to and have them enter contact info directly into our SF org (people they meet at trade shows, etc.).

I've put together this much so far (assume the <apex:page> code is there with the sidebar and headers turned off so we can use our own header and footer):  

CreateContact.vfp Visualforce page
                <!-- Begin Visualforce code -->
                <apex:sectionHeader subtitle="Create a Contact" />
                <apex:form style="margin-left: 210px; margin-top: 50px; margin-bottom: 100px; margin-right: 210px;">
                    <apex:pageMessages />
                    <apex:pageBlock title="New Contact Entry">
                        
                        <apex:pageBlockButtons >
                            <apex:commandButton action="{!save}" value="Save"/>
                        </apex:pageBlockButtons>

                        <apex:pageBlockSection showHeader="false" columns="2">
                            <apex:inputField value="{! Contact.FirstName }" />
                            <apex:inputField value="{! Contact.LastName }" />
                            <apex:inputField value="{! Contact.Email }" />
                            <apex:inputField value="{! Contact.Phone }" />
                        

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Hello All,

I usually ask questions for technical help, but this time it's for something else less technical.

I have an extremely small center, about 4 - 8 people that receive calls throughout the day. I am looking for some software where I can either track the incoming number and bring up a customer record from our OMS Software (back end MS SQL) OR have a CSR type in the number to their account and it queries the database (MS SQL) for a record. For the phone system, I have (on premise) Digium Switchvox server which has an API to it so I "think" we can extract caller-id info from if the software supports it on a per-user bases in order to know who's phone is ringing, etc.

Please note, nothing needs to be written back to the DB. It's just used for read-only access to pull data out to show a list of order, dollar amount, shipping address, billing etc.

This software, I would prefer to run in house but can be cloud based if needed. The ultimate goal is strictly to "log" interactions with the customers and build a history. Currently we don't have any. So a customer could potentially call and say "Jon told me I could get 15% off my next order" and we would believe it - obviously, because there is no notes for that customer that would show that he spoke with this customer or not.

Anyways, I am looking for something that I can do all of this. I do not think Salesforce is the right call and I've checked out ZenDesk and non which I think would be a good fit w/o …
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SalesForce is upgrading the requirement from SecurityProtocolType.Tls10

to SecurityProtocolType.Tls11 anbd SecurityProtocolType.Tls12

What can you tell me about this protocol?

Thanks
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I am having a hard time trying to figure out how to take a quote and convert it into an order in SalesForce.  What I want to accomplish is after I have quoted something with line items and all.  Once the quote gets accepted I then want to convert that into an order.  Carrying over all the line items and account information.  I am trying process builder and got the order created but just basic data is there.  I need all the data from the quote to carry over.

Is there anyone that can assist me with this.
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I need some help setting up the workflow for Guided Selling.

I know the Guided Selling part works because when I hard coded in the Quote Process Id everything worked fine. I just now need a workflow that will auto update the Quote Process Id field on new Quotes.

These are the settings I set up for the workflow.
WorkflowRuleCriteria.PNG
When I set it up for a Field Update it only gives me two options to update the field with: A blank value or a formula.
FieldUpdateWorkflow.PNG
I don't want it update with a blank formula. I want it updated with the Quote Process Id which is: a233C000000GuUc. So I need a formula that will allow me to update it with that. Someone suggested just inserting the Id into the formula field and it would hardcode it, but that solution doesn't work. It gives me this error:
ErrorWorkflow.PNG
Any formula suggestions that I could use to set this up would be appreciated. I even tried SBQQ__QuoteProcessId__c  = "a233C000000GuUc" and that didn't work either. It gives an error that the data type Boolean, is incompatible with data type Text.

Thanks!
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I am trying to set up a Select All Checkbox on the Salesforce CPQ Steelbrick.

Okay, so this is what I did:
 
I created a Select All checkbox field on the Product Option Page.
 
Then I created a new Configuration Attribute called Select All Checkbox.
These are the settings that I have set up.
ConfigAttribute.PNG
This is how it's displayed on the Quote Line Editor.
 
QuoteLine.PNGAll I need now is for when it's selected to select all the Products in the bundle.
 
So, I tried setting up a product rule according to the resources that I found. My settings are as follows.
ProductRule.PNG
I also added the Configuration Rule to the Bundle as well.
BundleSetup.PNG
I think it might have something to do with the Error Condition.
This is how I have the condition set up. I don't know if it is accurately checking if the checkbox is checked or not so it can fire the rule. Maybe setting the value to True isn't the right value?
ErrorCondition.PNG
Any help is appreciated. Thanks!
0

Salesforce

205

Solutions

345

Contributors

Salesforce is a Platform as a Service (PaaS) for cloud-based customer resource management that includes components for case and task management, data management and a help desk system. It also includes systems for add-on applications written in Apex, a proprietary Java-like language, and systems for human resources management, employee training and performance management.

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